Methodology for Developing Patient Guideline （3）：Reporting Frameworks and Presentation

YAN Lijiao; LIANG Ning; ZHANG Haili; SHI Nannan; TIAN Ziyu; WANG Ruixiang; NI Xiaojia; HAO Yufang; CHEN Wei; ZHOU Yingfeng; YANG Dan; YANG Shuyu; ZHANG Yujing; HU Ziteng; LIU Jianping

doi:10.13288/j.11-2166/r.2024.22.005

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Methodology for Developing Patient Guideline （3）：Reporting Frameworks and Presentation

更新时间：2024-11-12

- Methodology for Developing Patient Guideline （3）：Reporting Frameworks and Presentation
- Journal of Traditional Chinese Medicine Vol. 65, Issue 22, Pages: 2304-2309(2024)
- 作者机构：
  
  1.中国中医科学院中医临床基础医学研究所，北京市东城区东直门内南小街16号，100700
  2.北京中医药大学中医学院
  3.中国中医科学院针灸研究所
  4.香港大学深圳医院
  5.广东省中医院
  6.北京中医药大学护理学院
  7.复旦大学护理学院
  8.厦门大学第一附属医院
- 作者简介：
- 基金信息：
- DOI：10.13288/j.11-2166/r.2024.22.005
  CLC：
- Received：08 November 2023，
  
  Revised：2024-08-14，
  
  Published：17 November 2024
- 稿件说明：
移动端阅览
晏利姣,梁宁,张海力等.患者指南制定方法（三）——报告内容与呈现方式[J].中医杂志,2024,65(22):2304-2309.

YAN Lijiao,LIANG Ning,ZHANG Haili,et al.Methodology for Developing Patient Guideline （3）：Reporting Frameworks and Presentation[J].Journal of Traditional Chinese Medicine,2024,65(22):2304-2309.
晏利姣,梁宁,张海力等.患者指南制定方法（三）——报告内容与呈现方式[J].中医杂志,2024,65(22):2304-2309. DOI： 10.13288/j.11-2166/r.2024.22.005.

YAN Lijiao,LIANG Ning,ZHANG Haili,et al.Methodology for Developing Patient Guideline （3）：Reporting Frameworks and Presentation[J].Journal of Traditional Chinese Medicine,2024,65(22):2304-2309. DOI： 10.13288/j.11-2166/r.2024.22.005.

摘要

规范化报告是影响患者指南（PG）使用的重要因素，尤其是推荐意见的报告与呈现。介绍PG报告内容和呈现形式的研究现状，从PG的整体结构、推荐意见、呈现形式、可读性等方面对PG的报告给出全面建议。首先，PG推荐意见呈现应包括明确的临床问题、推荐意见及其理由，并指导患者实施干预；针对PG中的特殊内容比如证据等级、推荐等级等内容，建议用文字解释给出不同推荐等级的原因，即将给出该推荐等级背后的逻辑呈现给患者；针对推荐意见框架中需要补充的信息，需追溯支持推荐意见的参考文献或其他权威文献作为信息来源进行补充。其次，可参考患者与公众指南的报告规范（RIGHT-PVG）撰写PG文本。最后，为提高可读性和易懂性，参考患者教育材料评估工具（PEMAT）以可理解性和可操作性为原则，对PG内容进行转译；为了促进PG的可读性，建议采用个性化、分层的方式呈现PG内容。

Abstract

Standardized reporting is a crucial factor affecting the use of patient guidelines （PGs）， particularly in the reporting and presentation of recommendations. This paper introduced the current status of PG reporting， including the research on PG content and presentation formats， and provided comprehensive recommendations for PG reporting from aspects such as overall framework， recommendations， presentation format， and rea

dability. First， the presentation of PG recommendations should include clearly defined clinical questions， recommendations and their rationale， and guidance on how patients should implement the interventions； for specific content in the PG， such as level of evidence， level of recommendation， it is recommended to explain in text the reasons for giving different levels of recommendation， i.e.， to present the logic behind giving the level of recommendation to the patient； additional information needed in the recommendation framework should be supplemented by tracing references or authoritative textbooks and literature that support the recommendations. Subsequently， the PG text should be written based on the

Reporting Checklist for Public Versions of Guidelines

（RIGHT-PVG） reporting framework. Finally， to enhance readability and comprehension， it is recommended to refer to the Patient Education Materials Assessment Tool （PEMAT） for translating PG content. To enhance the readability of PGs， it is suggested to present the PG content in a persona-lized and layered manner.

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references

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